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- ...Private Client Advisor to provide comprehensive financial planning and advice to clients, from those just starting to save to high-net-worth individuals. The role emphasizes building relationships and delivering personalized investment solutions while maintaining a commitment...High net worth
Wisconsin Psychiatric Association
Delafield, WI3 days ago $90 - $120 per hour
...Ernst & Young Oman seeks a Seasonal Tax Manager for their Private Client Services to review complex tax returns and provide high-net-worth tax compliance. Located in Milwaukee, Wisconsin, this remote role offers flexibility and a competitive pay range of $90 to $120 per...High net worthHourly paySeasonal workRemote workErnst & Young Oman
Milwaukee, WI20 hours ago- RSM US LLP is seeking a Tax Senior Manager in Kenosha, Wisconsin. In this role, you'll advise ultra-high net worth families on tax services including compliance and succession planning. The ideal candidate will have over 8 years of public accounting experience focusing...High net worthWork at office
$80k
...EA required) with at least 8 years of public accounting experience. This role focuses on business and individual tax filings, high-net-worth client services, estate planning, and proactive tax strategy. What You'll Do Prepare and review tax returns (individual, S-Corp...High net worthFull timeStonehaven Wealth & Tax Solutions, LLC
Appleton, WI11 days ago- ...ll be at the heart of our client-first culture, delivering insightful investment advice and portfolio management solutions for high-net-worth clients. In close partnership with our Wealth Advisor team, you'll build trust and make a positive impact by guiding clients through...High net worth
Johnson Financial Group LLC
Madison, WI1 day ago - ...High Net Worth PCS Account Manager for Wholesale Company We are seeking a highly motivated individual to join our Private Client Solutions team. Utilizing your exceptional skills and talents, we will rely on you to provide production marketing, underwriting, and support...High net worthFull timeContract workWork at officeRemote work
Novatae Risk Group
Wausau, WI6 hours ago $60k - $150k
...World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services....High net worthBase plus commissionImmediate startWorld Insurance Company Defunct
Green Bay, WI2 days ago- ...RSM US LLP is seeking an experienced Tax Partner for their Ultra High Net Worth team in Kenosha, Wisconsin. This role involves providing federal and state tax planning and compliance services to high-net-worth clients, including real estate owners and investors. The ideal...High net worthWork at office
RSM US LLP
Kenosha, WI19 hours ago - ...add an Associate Director to their Madison, WI team. This is an opportunity to step into a next-level advisory role , supporting high-net-worth clients while beginning to take ownership of client relationships. ASSOCIATE DIRECTOR RESPONSIBILITIES: Partner with senior...High net worth
Nbutexas
Madison, WI20 hours ago $100k - $160k
...established, growth-oriented public accounting firm in the Milwaukee area seeking a Tax Manager or Senior Tax Manager to focus on high-net-worth individuals, families, and closely held entities. This is a highly visible role working with sophisticated clients, offering...High net worthLHH
Milwaukee, WI6 hours ago- ...the Advisor Development Program - Financial Advisor position in Wisconsin. This role focuses on developing relationships with high-net-worth individuals, assessing their needs, and delivering tailored recommendations. Candidates will receive mentorship from established...High net worth
- Texas Capital Bank in Town of Texas seeks an experienced investment specialist to manage ultra-high net-worth client relationships, deliver investment strategies, and conduct business development activities. The ideal candidate will have a minimum of 10 years of banking...High net worth
$80k - $90k
Bank of America is seeking a Financial Advisor for their Merrill Advisor Development Program. This role involves working with high-net worth individuals to identify needs, develop relationships, and provide comprehensive recommendations. Candidates will benefit from world...High net worth- A wealth management firm in Pewaukee seeks a Wealth Advisor to manage high-net-worth clients, providing tailored financial solutions and advice. Candidates should have a strong background in financial services, exceptional communication skills, and a proven track record...High net worth
$160k - $200k
...New permanent opportunity for a Senior Tax Manager. Long established firm that handles Private Family office work for high net worth, multiple and multi-generational families. Responsible for preparing a broad range of complex income tax returns, tax planning,...High net worthPermanent employmentWork at officeCreative Financial Staffing
Lake Geneva, WI4 days ago- ...We are seeking a highly skilled and detail-oriented Senior Accountant to join our growing team. This role is ideal for a motivated professional... ...business clients, including multi-entity structures and high-net-worth individuals Conduct tax research and resolve technical...High net worthFlexible hours
GUINN VINOPAL & ZAHRADKA LLP
Hudson, WI2 days ago $103.1k - $188.9k
...EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These...High net worthPrivate practiceSummer holidayLocal areaFlexible hoursEY
Madison, WI6 hours ago- ...leading financial institution is seeking a Financial Advisor for its Advisor Development Program. This role involves working with high-net worth clients, identifying financial needs, and recommending tailored investment solutions. Candidates should have Series 7 and 66...High net worth
- ...their team in Austin, TX. This position offers an opportunity to engage in sophisticated estate planning and wealth transfer for high net worth clients within a highly regarded law firm. The ideal candidate will have 4th-8th year experience, be well-versed in trusts &...High net worth
$100k - $160k
...established, growth-oriented public accounting firm in the Milwaukee area seeking a Tax Manager or Senior Tax Manager to focus on high-net-worth individuals, families, and closely held entities. This is a highly visible role working with sophisticated clients, offering...High net worthLocal areaLHH US
Milwaukee, WI2 days ago- ...in Wisconsin seeks a skilled sales professional specializing in life insurance. The role involves building relationships with high net worth clients and assisting advisors in delivering life insurance solutions. Candidates should have extensive sales experience, strong...High net worth
$100k - $150k
...-tier RIA in Milwaukee is seeking a Wealth Advisor to partner with Senior Advisors in designing customized financial plans for high-net-worth clients. This in-office role comes with an exceptional benefits package, including fully funded health and dental insurance, HSA...High net worthWork at officeBCI - Brokerage Consultants Inc
Milwaukee, WI4 days ago$120k - $160k
...strategies Ability to perform tax prep (minor) and tax review work with multiple entities including partnerships, C Corps, S Corps, High Net Worth individuals, as well as trusts and estate entities Ability to be a good leader and interact well with other tax employees...High net worthLocal areaCaliber Recruiting Group
Milwaukee, WI4 days ago$80k - $110k
...with a clear vision for future leadership. About the Firm (High-Level) ~~40 employees ~80+ years of continuous operation... ...returns , supporting a diverse mix of clients including high-net-worth individuals, multi-entity business owners, and small to mid-...High net worthWork at officeSolid Rock Recruiting LLC
Milwaukee, WI6 hours ago- ...time sheets? This could be an opportunity worth looking into as our team has partnered with... ..., and building partnerships with high level leaders in the local business community... ...services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships...High net worthLocal area
Caliber Recruiting Group
Madison, WI4 days ago $30k - $60k
Alerus Financial is seeking a Financial Advisor in Pewaukee, Wisconsin. The role involves managing high-net-worth client portfolios and delivering tailored financial solutions. An ideal candidate holds a Bachelor's in finance, possesses 5 years of relevant experience,...High net worth$100k
...first and better the investment universe. The Opportunity: Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success...High net worthLocal areaRemote workHome officeFisher Investments Careers
Milwaukee, WI2 days ago- ...seeking an experienced Mortgage Loan Originator in Wisconsin to drive mortgage business while providing exceptional service to high-net-worth clients. Candidates should have a bachelor's degree and 1-3 years of residential mortgage lending experience. This role offers...High net worth
$126.1k - $253k
...family’s vision across their family office, operating business and investment structures. We seek to understand the goals of ultra‑high net worth families with our customized and integrated cross‑line of business services, technology and insights. We meet our clients where...High net worthWork experience placementWork at officeLocal area$30k - $60k
...new business with existing clients 60% and new clients 40%, approximately. What You’ll Be Doing Manage and grow a portfolio of high-net-worth clients, providing advanced financial advice and solutions. Serve as the primary point of contact for clients, assisting them...High net worthFull timeWork experience placementInternshipLive inWork at officeFlexible hours
